Activity List


 

Payment Plan

Overview

Payment Plans are used for activities that require up front cost or no upfront cost that you may wish to except full or partial payments on the full cost of the program. A payment plan allows the customer to choose full payment at the time of registration or choose to make payments following the payment plan.

Instructions

  1. Navigate to Activities > Activity List
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  2. Select an Activity
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  3. Edit a session
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  4. Payment Plans tab
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  5. Select Create Payment Plan
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  6. Fill in fields
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    • Name: Name of payment plan
    • Dates: Start and expiration dates
    • Online Availability: Choose to allow online payments, or in-house, or both
    • Eligibility: Select permissions
    • Card On File: Choose to require a card be on file
    • Due at Signup: Amount the customer must pay at signup as a deposit for the payment plan
    • Bulk Editing: Allow you to create multiple payments at once
    • Installments: Specify either the "days after sign-up" setting or the due date setting, only one will be used per each installment
  7. Select Save New Payment Plan Assignment
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Note: Customers do not get automatic reminders, you will need to send an invoice from the A/R Center.




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